Managing Your Billing & Invoice Information

In Qpien, you can go to the Billing & Usage section to update your billing information and view or edit your invoice details.

Keeping your billing details up to date ensures uninterrupted service and accurate financial reporting. Through the Qpien dashboard, you can easily manage your billing information, track your usage, and access your past invoices in one centralized location.


📝 Adding or Updating Billing Details

-> To add billing information, open the "Settings" page.

-> When you click the “Current Plan” option on the panel, a page opens displaying your billing, usage, and current plan information.


The 'Billing & Usage' settings page overview, showing the updated account status and usage metrics after completing the payment method steps.

On this page:

  • You can review your billing and usage details,

  • You can view your current plan,

  • And you can update it at any time.


The 'Billing & Usage' settings page with an arrow and a circle highlighting the edit pencil icon next to the 'Billing Information' section, indicating where to update company address and tax details.

-> Click on the pencil (✏️) icon located on the far right of the Invoice Information line.


If you have not previously added invoice information, the panel that opens will appear blank.

A pop-up modal titled 'Billing Information' containing a comprehensive form for personal and corporate details, including name, address, city, and tax information, with a blue 'Save' button at the bottom.

Fill in the required information in the panel completely:

  • First name – Last name

  • Country

  • City

  • District

  • Address

  • Company name

  • Tax office

  • Tax number

-> After filling in all the fields, click the Save button at the bottom.

Once your information has been successfully saved, the system will automatically generate your invoices based on this information.


💡If you have previously entered your invoice details, the panel will open with this information already filled in.

  • Make the necessary changes in the required fields.

  • After completing the updates, click the Save button.

Your new invoice details will then be successfully saved.

📑 Viewing and Tracking Invoices


The 'Invoices' page within the settings menu, circled in the sidebar, displaying a list of transactions with columns for payment number, amount, status (Paid/Unpaid), payment method, and date.

-> When you click on the “Invoices” section in the left panel, this screen opens.

Here, you can see a list of all your invoices issued to date.


The 'Invoices' page with a black rectangular frame highlighting the 'Amount' column, showing invoice totals of $0 and $0.1 to guide users on where to check billing amounts.

-> In the "Amount" column, you can see the amount of each invoice.


The 'Invoices' table with a black rectangular frame highlighting the 'Status' column, showing examples of 'Paid' (in green) and 'Unpaid' (in red) invoice statuses.

-> Under the "Status" column, you can see whether the listed invoices have been paid or not.


The 'Invoices' table with a black rectangular frame highlighting the 'Payment Method' column, showing that both listed transactions were processed using a 'Credit Card'.

-> In the "Payment Method" column:

If the invoice has been paid, you can see which method was used.

If the invoice has not been paid yet, you can see how the payment will be collected using your registered payment details.


The 'Invoices' table with a black rectangular frame highlighting the 'Invoice' column, showing document icons that allow users to view or download specific invoice files.

-> Below the invoice column, when you click on the icon for the relevant invoice, you can see all the details for that invoice.


The 'Invoices' table with a black rectangular frame highlighting the 'Date' column, displaying the issuance dates for each transaction, such as 07.04.2023 and 23.01.2023.

-> In the "Date" column, you can see the date each invoice was issued.


The 'Invoices' page with a dropdown menu highlighted on the top right, showing toggle switches for customizing visible columns, including Payment no, Amount, Status, Payment Method, Invoice, and Date

-> In this section, you can customize the columns when listing invoices.

You can enable or disable the display of the features you want.

Keeping your billing details up to date ensures uninterrupted service and accurate financial reporting. Through the Qpien dashboard, you can easily manage your billing information, track your usage, and access your past invoices in one centralized location.


📝 Adding or Updating Billing Details

-> To add billing information, open the "Settings" page.

-> When you click the “Current Plan” option on the panel, a page opens displaying your billing, usage, and current plan information.


The 'Billing & Usage' settings page overview, showing the updated account status and usage metrics after completing the payment method steps.

On this page:

  • You can review your billing and usage details,

  • You can view your current plan,

  • And you can update it at any time.


The 'Billing & Usage' settings page with an arrow and a circle highlighting the edit pencil icon next to the 'Billing Information' section, indicating where to update company address and tax details.

-> Click on the pencil (✏️) icon located on the far right of the Invoice Information line.


If you have not previously added invoice information, the panel that opens will appear blank.

A pop-up modal titled 'Billing Information' containing a comprehensive form for personal and corporate details, including name, address, city, and tax information, with a blue 'Save' button at the bottom.

Fill in the required information in the panel completely:

  • First name – Last name

  • Country

  • City

  • District

  • Address

  • Company name

  • Tax office

  • Tax number

-> After filling in all the fields, click the Save button at the bottom.

Once your information has been successfully saved, the system will automatically generate your invoices based on this information.


💡If you have previously entered your invoice details, the panel will open with this information already filled in.

  • Make the necessary changes in the required fields.

  • After completing the updates, click the Save button.

Your new invoice details will then be successfully saved.

📑 Viewing and Tracking Invoices


The 'Invoices' page within the settings menu, circled in the sidebar, displaying a list of transactions with columns for payment number, amount, status (Paid/Unpaid), payment method, and date.

-> When you click on the “Invoices” section in the left panel, this screen opens.

Here, you can see a list of all your invoices issued to date.


The 'Invoices' page with a black rectangular frame highlighting the 'Amount' column, showing invoice totals of $0 and $0.1 to guide users on where to check billing amounts.

-> In the "Amount" column, you can see the amount of each invoice.


The 'Invoices' table with a black rectangular frame highlighting the 'Status' column, showing examples of 'Paid' (in green) and 'Unpaid' (in red) invoice statuses.

-> Under the "Status" column, you can see whether the listed invoices have been paid or not.


The 'Invoices' table with a black rectangular frame highlighting the 'Payment Method' column, showing that both listed transactions were processed using a 'Credit Card'.

-> In the "Payment Method" column:

If the invoice has been paid, you can see which method was used.

If the invoice has not been paid yet, you can see how the payment will be collected using your registered payment details.


The 'Invoices' table with a black rectangular frame highlighting the 'Invoice' column, showing document icons that allow users to view or download specific invoice files.

-> Below the invoice column, when you click on the icon for the relevant invoice, you can see all the details for that invoice.


The 'Invoices' table with a black rectangular frame highlighting the 'Date' column, displaying the issuance dates for each transaction, such as 07.04.2023 and 23.01.2023.

-> In the "Date" column, you can see the date each invoice was issued.


The 'Invoices' page with a dropdown menu highlighted on the top right, showing toggle switches for customizing visible columns, including Payment no, Amount, Status, Payment Method, Invoice, and Date

-> In this section, you can customize the columns when listing invoices.

You can enable or disable the display of the features you want.

Keeping your billing details up to date ensures uninterrupted service and accurate financial reporting. Through the Qpien dashboard, you can easily manage your billing information, track your usage, and access your past invoices in one centralized location.


📝 Adding or Updating Billing Details

-> To add billing information, open the "Settings" page.

-> When you click the “Current Plan” option on the panel, a page opens displaying your billing, usage, and current plan information.


The 'Billing & Usage' settings page overview, showing the updated account status and usage metrics after completing the payment method steps.

On this page:

  • You can review your billing and usage details,

  • You can view your current plan,

  • And you can update it at any time.


The 'Billing & Usage' settings page with an arrow and a circle highlighting the edit pencil icon next to the 'Billing Information' section, indicating where to update company address and tax details.

-> Click on the pencil (✏️) icon located on the far right of the Invoice Information line.


If you have not previously added invoice information, the panel that opens will appear blank.

A pop-up modal titled 'Billing Information' containing a comprehensive form for personal and corporate details, including name, address, city, and tax information, with a blue 'Save' button at the bottom.

Fill in the required information in the panel completely:

  • First name – Last name

  • Country

  • City

  • District

  • Address

  • Company name

  • Tax office

  • Tax number

-> After filling in all the fields, click the Save button at the bottom.

Once your information has been successfully saved, the system will automatically generate your invoices based on this information.


💡If you have previously entered your invoice details, the panel will open with this information already filled in.

  • Make the necessary changes in the required fields.

  • After completing the updates, click the Save button.

Your new invoice details will then be successfully saved.

📑 Viewing and Tracking Invoices


The 'Invoices' page within the settings menu, circled in the sidebar, displaying a list of transactions with columns for payment number, amount, status (Paid/Unpaid), payment method, and date.

-> When you click on the “Invoices” section in the left panel, this screen opens.

Here, you can see a list of all your invoices issued to date.


The 'Invoices' page with a black rectangular frame highlighting the 'Amount' column, showing invoice totals of $0 and $0.1 to guide users on where to check billing amounts.

-> In the "Amount" column, you can see the amount of each invoice.


The 'Invoices' table with a black rectangular frame highlighting the 'Status' column, showing examples of 'Paid' (in green) and 'Unpaid' (in red) invoice statuses.

-> Under the "Status" column, you can see whether the listed invoices have been paid or not.


The 'Invoices' table with a black rectangular frame highlighting the 'Payment Method' column, showing that both listed transactions were processed using a 'Credit Card'.

-> In the "Payment Method" column:

If the invoice has been paid, you can see which method was used.

If the invoice has not been paid yet, you can see how the payment will be collected using your registered payment details.


The 'Invoices' table with a black rectangular frame highlighting the 'Invoice' column, showing document icons that allow users to view or download specific invoice files.

-> Below the invoice column, when you click on the icon for the relevant invoice, you can see all the details for that invoice.


The 'Invoices' table with a black rectangular frame highlighting the 'Date' column, displaying the issuance dates for each transaction, such as 07.04.2023 and 23.01.2023.

-> In the "Date" column, you can see the date each invoice was issued.


The 'Invoices' page with a dropdown menu highlighted on the top right, showing toggle switches for customizing visible columns, including Payment no, Amount, Status, Payment Method, Invoice, and Date

-> In this section, you can customize the columns when listing invoices.

You can enable or disable the display of the features you want.

Try Qpien free for 14 days! 🎉

Ready to take control of all your support channels?

Empower your customer interactions with Qpien! Boost sales and elevate satisfaction with every conversation.

Try Qpien free for 14 days! 🎉

Ready to take control of all your support channels?

Empower your customer interactions with Qpien! Boost sales and elevate satisfaction with every conversation.

Try Qpien free for 14 days! 🎉

Ready to take control of all your support channels?

Empower your customer interactions with Qpien! Boost sales and elevate satisfaction with every conversation.